Dilday and Associates: What We Do

At Dilday and Associates, we thoroughly evaluate investment strategies before we offer them to our clients. Because of this research we can offer a new approach to investing that can apply to all types of investors, the young and experienced alike.

Investing for Individuals

Passive Investing

One of our signature practices is a passive investment model based on the academic research of U.S. market history. In contrast to chasing performance, Position Trading focuses on well-diversified asset allocation and lowered costs in an effort to achieve results over the long-term.

Retirement Planning

We show clients how to structure their finances with investment tools such as traditional retirement accounts, brokerage accounts, and annuities. In addition, we have extensive experience helping clients to establish SEP IRAs and to convert corporate 401K plans so that the client maintains control over investments.

Life Income Generation

One of the many challenging questions people face is how to make their money earn money? With certain products we offer, we have the potential to grow and even earn from your investments over time. We take pride in the services we offer so that our clients can meet the future feeling prepared.